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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,597 | $58,057-59.4% | $97,032-75.7% | $86,983-72.9% |
| Participation rate | 33.8% | 60.4%-26.6pp | 71.6%-37.8pp | 69.5%-35.8pp |
| Annual return | 24.18% | 22.26%+1.9pp | 35.38%-11.2pp | 25.83%-1.7pp |
| Employer contribution / active EE | $1,347 | $1,663-19.0% | $2,629-48.7% | $2,584-47.9% |
| Participant deferral / active EE | $2,260 | $3,244-30.3% | $4,672-51.6% | $4,194-46.1% |
| Admin fee / account holder | $1,381 | $4,839-71.4% | $9,418-85.3% | $7,856-82.4% |